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Sunday links: a nation of bad drivers

Abnormal Returns

microcapclub.com) No portfolio strategy is perfect. rogersplanning.blogspot.com) Financial trends reverse just when they seem inevitable. humbledollar.com) Companies Why Boeing ($BA) took its eye off manufacturing quality. npr.org) Economy Why wealth inequality is growing. nytimes.com) Chipotle ($CMG) is on a roll.

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Wednesday links: an awesome product

Abnormal Returns

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. wapo.st) China spends A LOT on agricultural subsidies.

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Sunday links: cultivating your unique gifts

Abnormal Returns

awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. ft.com) Economy Q4 GDP is tracking at 2%. tker.co) On the divergence between consumer sentiment and the economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? politico.com) Why the U.S.

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Thursday links: stand alone statements

Abnormal Returns

collabfund.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. thinkadvisor.com) Economy The ISM manufacturing index seems to have bottomed. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

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Sunday links: what we’re blind to

Abnormal Returns

disciplinefunds.com) Crypto A little Bitcoin in your portfolio goes a long way. apparel manufacturers are facing new competitive pressure. theatlantic.com) Economy Americans are pretty happy with their own finances. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

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Friday links: loaded language

Abnormal Returns

mattstoller.substack.com) Fund management Tiger Global wrote down the value of its venture portfolio by 33% in 2022. institutionalinvestor.com) Economy Has the banking crisis increased the odds of a recession? calculatedriskblog.com) It's hard to run a semiconductor manufacturing plant without trained workers.

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Monday links: a tortured existence

Abnormal Returns

(nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. etftrends.com) Economy Is the U.S. calculatedrisk.substack.com) The ISM Manufacturing index has been below 48 for 5 months. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?